Jason's mission is to partner closely with hard-working families and understand their retirement goals and unique needs. As an estate and business planning expert, his recommendations follow a holistic retirement planning approach: he believes that every family and individual deserves specific solutions to each one of their challenges.
Prior to joining Farther, Jason worked at Strategic Wealth Designers and also spent 7 years at Fidelity Investments, where he was recognized as the top financial consultant.
Jason graduated Summa Cum Laude with a Bachelor's degree from Purdue University Global and received a CERTIFIED FINANCIAL PLANNER® certification.
Jason is based in Denver with his wife and daughters. When he is not helping families with their financial plans, Jason volunteers with several philanthropic organizations focused on mental health awareness and suicide prevention. He particularly enjoys supporting aged-care homes where older adults can find support and satisfaction.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
